TSM · Information technology

Taiwan Semiconductor Manufacturing

Q2 2026: held by 11 giants, composite weight 0.72%, consensus rank 24; this quarter 3 bought and 7 sold. Quarter-end price $477.57 (Jun 30, 2026).

Giants holding

previous quarter 12

Composite weight

0.72%

consensus rank 24

Quarter-end price

$477.57

Jun 30, 2026

Avg est. costest.

$167.59

vs quarter-end price +185%

Held by 11 Giants

Sorted by portfolio weight; click a name for that giant’s holding history.

How to Read This

Est. average cost: shares bought each quarter × (start + end price) ÷ 2, weighted; positions held before Q1 1999 (or the giant’s earliest electronic filing) start from that quarter’s price. 13F does not show actual trade prices.

Giant	Weight	Shares	Value	First bought	Quarters held	Est. avg cost	vs cost	This quarter
David Rolfe	10.4%	105.5K	$50.4M	Q2 2021	21	$111.75est.	+327%	Trimmed
Ruane, Cunniff & Goldfarb	8.7%	1.17M	$560.1M	Q4 2019	27	$66.84est.	+614%	Trimmed
William von Mueffling	8.2%	114.8K	$54.8M	Q3 2017	36	$46.64est.	+924%	Trimmed
Dan Loeb	4.7%	460.0K	$219.7M	Q2 2023	13	$236.51est.	+102%	Added
Terry Smith	4.1%	1.56M	$745.0M	Q4 2025	3	$407.59est.	+17%	Added
Sarah Ketterer	2.8%	532.1K	$254.1M	Q1 2008	74	$63.67est.	+650%	Added
Prem Watsa	1.7%	93.7K	$44.7M	Q3 2017	36	$83.03est.	+475%	Held
Wally Weitz	0.7%	20.0K	$9.6M	Q1 2026	2	$320.92est.	+49%	Held
Jensen	0.2%	15.9K	$7.6M	Q2 2020	25	$105.89est.	+351%	Trimmed
Francois Rochon	0.1%	3.7K	$1.7M	Q2 2020	25	$204.44est.	+134%	Trimmed
Chris Davis	0.0%	4.0K	$1.9M	Q2 2025	5	$196.25est.	+143%	Trimmed

Cost Map: 11 of 11 Giants Have an Estimated Cost Below the Quarter-End Price

One row per giant: the dot is the estimated average cost (bigger = heavier weight); the gold line is the latest quarter-end price.

cost below price (paper gain)cost above price (paper loss)quarter-end price

III

Quarter-End Price (Split-Adjusted)

From Q2 2002, the first quarter a giant held it; hover for holders, buyers and sellers that quarter.

How to Read This

Prices are 13F quarter-end value ÷ shares, roughly the quarter’s closing price, not live prices; prices before splits are converted to today’s share count.

More Giants or Fewer

Giants Holding

Buyers and Sellers (Last 20 Quarters)

BoughtSold

Composite Weight (Hover for Rank)

Holding History

Open a giant: when the holding began, which quarters it changed, and how the estimated cost moved. The table lists quarters with trades plus the latest quarter.

How to Read This

In the chart, prices and cost are converted to today’s share count (split-adjusted); the table shows each quarter’s own figures. Est. trade price = (start + end price) ÷ 2, only a rough level.

David Rolfe 10.4% · since Q2 2021

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)

Quarter	Move	Change	Shares held	Weight	Start → end price	Est. trade price	Running est. cost
Q2 2026	Trimmed	−23.9K	105.5K	10.4%	$337.95 → $477.57	$407.76	$111.75
Q1 2026	Trimmed	−55.3K	129.4K	9.0%	$303.89 → $337.95	$320.92	$111.75
Q4 2025	Trimmed	−4.6K	184.7K	10.5%	$279.29 → $303.89	$291.59	$111.75
Q3 2025	Trimmed	−8.2K	189.3K	9.6%	$226.49 → $279.29	$252.89	$111.75
Q2 2025	Trimmed	−39.3K	197.5K	9.2%	$166.00 → $226.49	$196.25	$111.75
Q4 2024	Trimmed	−9.3K	236.8K	9.2%	$173.67 → $197.49	$185.58	$111.75
Q3 2024	Trimmed	−1.7K	246.1K	8.3%	$173.81 → $173.67	$173.74	$111.75
Q2 2024	Trimmed	−5.9K	247.8K	8.5%	$136.05 → $173.81	$154.93	$111.75
Q1 2024	Trimmed	−4.8K	253.7K	7.9%	$104.00 → $136.05	$120.03	$111.75
Q4 2023	Trimmed	−7.4K	258.5K	6.9%	$86.90 → $104.00	$95.45	$111.75
Q3 2023	Trimmed	−72.2K	265.8K	5.5%	$100.92 → $86.90	$93.91	$111.75
Q1 2023	Added	+37.8K	338.1K	5.3%	$74.49 → $93.02	$83.75	$111.75
Q4 2022	Added	+3.8K	300.3K	4.1%	$68.56 → $74.49	$71.53	$115.28
Q3 2022	Trimmed	−53.0K	296.5K	3.8%	$81.75 → $68.56	$75.16	$115.83
Q2 2022	Added	+2.3K	349.5K	4.9%	$104.26 → $81.75	$93.01	$115.83
Q1 2022	Added	+101.5K	347.2K	5.1%	$120.31 → $104.26	$112.28	$115.98
Q4 2021	Added	+35.7K	245.8K	3.9%	$111.65 → $120.31	$115.98	$117.51
Q3 2021	Added	+91.9K	210.1K	3.3%	$120.16 → $111.65	$115.90	$117.77
Q2 2021	New	+118.2K	118.2K	2.1%	$118.28 → $120.16	$119.22	$119.22

Ruane, Cunniff & Goldfarb 8.7% · since Q4 2019

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)

Quarter	Move	Change	Shares held	Weight	Start → end price	Est. trade price	Running est. cost
Q2 2026	Trimmed	−35.7K	1.17M	8.7%	$337.95 → $477.57	$407.76	$66.84
Q1 2026	Trimmed	−213.3K	1.21M	6.8%	$303.89 → $337.95	$320.92	$66.84
Q4 2025	Trimmed	−460.0K	1.42M	6.7%	$279.29 → $303.89	$291.59	$66.84
Q3 2025	Trimmed	−36.0K	1.88M	8.7%	$226.49 → $279.29	$252.89	$66.84
Q2 2025	Added	+51.4K	1.92M	7.4%	$166.00 → $226.49	$196.25	$66.84
Q1 2025	Trimmed	−67.6K	1.87M	5.6%	$197.49 → $166.00	$181.75	$63.28
Q4 2024	Trimmed	−970.8K	1.93M	6.5%	$173.67 → $197.49	$185.58	$63.28
Q3 2024	Trimmed	−119.0K	2.90M	7.9%	$173.81 → $173.67	$173.74	$63.28
Q2 2024	Trimmed	−692.9K	3.02M	8.2%	$136.05 → $173.81	$154.93	$63.28
Q1 2024	Trimmed	−353.6K	3.72M	7.8%	$104.00 → $136.05	$120.03	$63.28
Q4 2023	Trimmed	−125.0K	4.07M	6.8%	$86.90 → $104.00	$95.45	$63.28
Q3 2023	Trimmed	−128.6K	4.20M	6.1%	$100.92 → $86.90	$93.91	$63.28
Q2 2023	Trimmed	−76.9K	4.32M	6.9%	$93.02 → $100.92	$96.97	$63.28
Q1 2023	Trimmed	−103.3K	4.40M	6.7%	$74.49 → $93.02	$83.75	$63.28
Q4 2022	Trimmed	−146.9K	4.50M	5.2%	$68.56 → $74.49	$71.53	$63.28
Q3 2022	Trimmed	−1.95M	4.65M	4.7%	$81.75 → $68.56	$75.16	$63.28
Q2 2022	Trimmed	−189.6K	6.60M	7.0%	$104.26 → $81.75	$93.01	$63.28
Q1 2022	Trimmed	−189.0K	6.79M	7.0%	$120.31 → $104.26	$112.28	$63.28
Q4 2021	Trimmed	−90.2K	6.98M	7.2%	$111.65 → $120.31	$115.98	$63.28
Q3 2021	Added	+1.22M	7.07M	7.1%	$120.16 → $111.65	$115.90	$63.28
Q2 2021	Trimmed	−71.3K	5.85M	6.2%	$118.28 → $120.16	$119.22	$52.29
Q1 2021	Trimmed	−769.2K	5.92M	6.6%	$109.04 → $118.28	$113.66	$52.29
Q4 2020	Trimmed	−58.2K	6.69M	7.8%	$81.07 → $109.04	$95.05	$52.29
Q3 2020	Trimmed	−79.4K	6.75M	6.5%	$56.77 → $81.07	$68.92	$52.29
Q2 2020	Added	+3.78M	6.83M	5.2%	$47.79 → $56.77	$52.28	$52.29
Q1 2020	Added	+65.0K	3.05M	2.3%	$58.10 → $47.79	$52.95	$52.30
Q4 2019	New	+2.98M	2.98M	2.1%	$46.48 → $58.10	$52.29	$52.29

William von Mueffling 8.2% · since Q3 2017

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)

Quarter	Move	Change	Shares held	Weight	Start → end price	Est. trade price	Running est. cost
Q2 2026	Trimmed	−2.38M	114.8K	8.2%	$337.95 → $477.57	$407.76	$46.64
Q1 2026	Trimmed	−335.7K	2.49M	5.6%	$303.89 → $337.95	$320.92	$46.64
Q4 2025	Added	+21.3K	2.83M	4.6%	$279.29 → $303.89	$291.59	$46.64
Q3 2025	Trimmed	−31.0K	2.81M	4.3%	$226.49 → $279.29	$252.89	$44.78
Q2 2025	Trimmed	−82.4K	2.84M	3.7%	$166.00 → $226.49	$196.25	$44.78
Q1 2025	Trimmed	−90.3K	2.92M	3.1%	$197.49 → $166.00	$181.75	$44.78
Q4 2024	Added	+16.0K	3.01M	3.6%	$173.67 → $197.49	$185.58	$44.78
Q3 2024	Trimmed	−89.4K	3.00M	3.2%	$173.81 → $173.67	$173.74	$44.03
Q2 2024	Trimmed	−157.2K	3.09M	3.6%	$136.05 → $173.81	$154.93	$44.03
Q1 2024	Trimmed	−65.7K	3.24M	2.8%	$104.00 → $136.05	$120.03	$44.03
Q4 2023	Trimmed	−80.5K	3.31M	2.3%	$86.90 → $104.00	$95.45	$44.03
Q2 2023	Added	+202.7K	3.40M	2.4%	$93.02 → $100.92	$96.97	$44.03
Q1 2023	Trimmed	−51.2K	3.20M	2.4%	$74.49 → $93.02	$83.75	$40.67
Q4 2022	Trimmed	−72.0K	3.25M	2.1%	$68.56 → $74.49	$71.53	$40.67
Q3 2022	Trimmed	−27.8K	3.32M	2.1%	$81.75 → $68.56	$75.16	$40.67
Q2 2022	Trimmed	−18.1K	3.35M	2.3%	$104.26 → $81.75	$93.01	$40.67
Q1 2022	Added	+98.9K	3.37M	2.5%	$120.31 → $104.26	$112.28	$40.67
Q4 2021	Trimmed	−247.6K	3.27M	2.6%	$111.65 → $120.31	$115.98	$38.51
Q3 2021	Trimmed	−58.3K	3.52M	2.7%	$120.16 → $111.65	$115.90	$38.51
Q2 2021	Trimmed	−41.4K	3.58M	2.9%	$118.28 → $120.16	$119.22	$38.51
Q1 2021	Trimmed	−137.1K	3.62M	3.1%	$109.04 → $118.28	$113.66	$38.51
Q4 2020	Trimmed	−23.0K	3.75M	3.1%	$81.07 → $109.04	$95.05	$38.51
Q3 2020	Trimmed	−38.1K	3.78M	2.6%	$56.77 → $81.07	$68.92	$38.51
Q2 2020	Added	+29.8K	3.81M	1.9%	$47.79 → $56.77	$52.28	$38.51
Q4 2019	Trimmed	−82.1K	3.79M	2.0%	$46.48 → $58.10	$52.29	$38.40
Q3 2019	Trimmed	−37.0K	3.87M	1.7%	$39.17 → $46.48	$42.83	$38.40
Q2 2019	Trimmed	−66.5K	3.91M	1.5%	$40.96 → $39.17	$40.07	$38.40
Q4 2018	Added	+29.9K	3.99M	1.8%	$44.16 → $36.91	$40.53	$38.40
Q3 2018	Trimmed	−260.7K	3.96M	2.0%	$36.56 → $44.16	$40.36	$38.38
Q2 2018	Trimmed	−128.4K	4.22M	1.7%	$43.76 → $36.56	$40.16	$38.38
Q1 2018	Added	+1.70M	4.35M	2.2%	$39.65 → $43.76	$41.70	$38.38
Q4 2017	Trimmed	−178.8K	2.65M	1.2%	$37.55 → $39.65	$38.60	$36.25
Q3 2017	New	+2.83M	2.83M	1.2%	$34.96 → $37.55	$36.25	$36.25

Dan Loeb 4.7% · since Q2 2023

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)

Quarter	Move	Change	Shares held	Weight	Start → end price	Est. trade price	Running est. cost
Q2 2026	Added	+185.0K	460.0K	4.7%	$337.95 → $477.57	$407.76	$236.51
Q1 2026	Trimmed	−150.0K	275.0K	4.5%	$303.89 → $337.95	$320.92	$121.30
Q4 2025	Trimmed	−675.0K	425.0K	1.8%	$279.29 → $303.89	$291.59	$121.30
Q3 2025	Trimmed	−330.0K	1.10M	3.7%	$226.49 → $279.29	$252.89	$121.30
Q2 2025	Trimmed	−350.0K	1.43M	4.3%	$166.00 → $226.49	$196.25	$121.30
Q3 2024	Trimmed	−245.0K	1.78M	4.2%	$173.81 → $173.67	$173.74	$121.30
Q2 2024	Added	+850.0K	2.02M	4.0%	$136.05 → $173.81	$154.93	$121.30
Q4 2023	Trimmed	−600.0K	1.18M	1.8%	$86.90 → $104.00	$95.45	$96.97
Q3 2023	Trimmed	−675.0K	1.77M	2.4%	$100.92 → $86.90	$93.91	$96.97
Q2 2023	New	+2.45M	2.45M	3.6%	$93.02 → $100.92	$96.97	$96.97

Terry Smith 4.1% · since Q4 2025

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)

Quarter	Move	Change	Shares held	Weight	Start → end price	Est. trade price	Running est. cost
Q2 2026	Added	+1.56M	1.56M	4.1%	$337.95 → $477.57	$407.76	$407.59
Q1 2026	Added	+2.2K	2.9K	0.0%	$303.89 → $337.95	$320.92	$314.70
Q4 2025	New	+605	605	0.0%	$279.29 → $303.89	$291.59	$291.59

Sarah Ketterer 2.8% · since Q1 2008

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)

Quarter	Move	Change	Shares held	Weight	Start → end price	Est. trade price	Running est. cost
Q2 2026	Added	+23.6K	532.1K	2.8%	$337.95 → $477.57	$407.76	$63.67
Q1 2026	Trimmed	−3.2K	508.5K	2.1%	$303.89 → $337.95	$320.92	$47.71
Q4 2025	Added	+4.0K	511.7K	2.1%	$279.29 → $303.89	$291.59	$47.71
Q3 2025	Trimmed	−10.1K	507.8K	1.9%	$226.49 → $279.29	$252.89	$45.81
Q1 2025	Trimmed	−9.4K	519.6K	1.8%	$197.49 → $166.00	$181.75	$45.81
Q3 2024	Added	+23.1K	528.9K	2.3%	$173.81 → $173.67	$173.74	$45.81
Q2 2024	Added	+16.6K	505.8K	2.4%	$136.05 → $173.81	$154.93	$39.97
Q1 2024	Added	+26.4K	489.2K	1.7%	$104.00 → $136.05	$120.03	$36.07
Q4 2023	Trimmed	−34.8K	462.8K	1.2%	$86.90 → $104.00	$95.45	$31.28
Q3 2023	Trimmed	−913.0K	497.5K	1.1%	$100.92 → $86.90	$93.91	$31.28
Q2 2023	Trimmed	−1.33M	1.41M	3.7%	$93.02 → $100.92	$96.97	$31.28
Q1 2023	Trimmed	−322.3K	2.74M	6.1%	$74.49 → $93.02	$83.75	$31.28
Q4 2022	Trimmed	−310.8K	3.06M	6.6%	$68.56 → $74.49	$71.53	$31.28
Q3 2022	Trimmed	−43.8K	3.37M	6.5%	$81.75 → $68.56	$75.16	$31.28
Q2 2022	Trimmed	−229.8K	3.41M	7.0%	$104.26 → $81.75	$93.01	$31.28
Q4 2021	Trimmed	−486.6K	3.63M	9.6%	$111.65 → $120.31	$115.98	$31.28
Q3 2021	Trimmed	−168.4K	4.12M	10.4%	$120.16 → $111.65	$115.90	$31.28
Q2 2021	Trimmed	−451.1K	4.29M	10.5%	$118.28 → $120.16	$119.22	$31.28
Q1 2021	Trimmed	−322.2K	4.74M	11.0%	$109.04 → $118.28	$113.66	$31.28
Q4 2020	Trimmed	−296.8K	5.06M	10.4%	$81.07 → $109.04	$95.05	$31.28
Q3 2020	Added	+173.5K	5.36M	8.1%	$56.77 → $81.07	$68.92	$31.28
Q2 2020	Trimmed	−1.05M	5.18M	5.3%	$47.79 → $56.77	$52.28	$30.02
Q4 2019	Added	+328.6K	6.25M	3.9%	$46.48 → $58.10	$52.29	$30.02
Q3 2019	Trimmed	−625.0K	5.92M	3.3%	$39.17 → $46.48	$42.83	$28.78
Q2 2019	Added	+484.9K	6.55M	2.8%	$40.96 → $39.17	$40.07	$28.78
Q1 2019	Added	+31.4K	6.07M	2.5%	$36.91 → $40.96	$38.94	$27.88
Q4 2018	Trimmed	−470.8K	6.03M	2.7%	$44.16 → $36.91	$40.53	$27.82
Q3 2018	Added	+508.3K	6.50M	2.9%	$36.56 → $44.16	$40.36	$27.82
Q2 2018	Trimmed	−787.2K	6.00M	2.2%	$43.76 → $36.56	$40.16	$26.76
Q1 2018	Added	+1.31M	6.78M	3.2%	$39.65 → $43.76	$41.70	$26.76
Q4 2017	Trimmed	−40.7K	5.47M	2.3%	$37.55 → $39.65	$38.60	$23.18
Q3 2017	Trimmed	−716.9K	5.51M	2.3%	$34.96 → $37.55	$36.25	$23.18
Q2 2017	Trimmed	−473.8K	6.23M	2.7%	$32.82 → $34.96	$33.89	$23.18
Q1 2017	Trimmed	−341.1K	6.70M	3.0%	$28.75 → $32.82	$30.79	$23.18
Q4 2016	Added	+479.4K	7.05M	3.6%	$30.59 → $28.75	$29.67	$23.18
Q3 2016	Added	+792.8K	6.57M	3.7%	$26.23 → $30.59	$28.41	$22.71
Q1 2016	Added	+1.62M	5.79M	3.5%	$22.75 → $26.20	$24.48	$21.93
Q4 2015	Added	+229.7K	4.17M	2.0%	$20.75 → $22.75	$21.75	$20.94
Q2 2015	Trimmed	−855.4K	4.44M	2.5%	$23.48 → $22.71	$23.09	$20.89
Q1 2015	Added	+1.82M	5.30M	3.3%	$22.38 → $23.48	$22.93	$20.89
Q4 2014	Added	+1.81M	3.48M	2.3%	$20.18 → $22.38	$21.28	$19.83
Q3 2014	Added	+326.0K	1.67M	1.2%	$21.39 → $20.18	$20.79	$18.25
Q2 2014	Added	+28.6K	1.34M	1.2%	$20.02 → $21.39	$20.70	$17.63
Q1 2014	Added	+775.0K	1.31M	1.1%	$17.44 → $20.02	$18.73	$17.56
Q4 2013	Added	+122.6K	539.2K	0.5%	$16.96 → $17.44	$17.20	$15.88
Q3 2013	Trimmed	−561.6K	416.6K	0.6%	$18.32 → $16.96	$17.64	$15.50

Prem Watsa 1.7% · since Q3 2017

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)

Quarter	Move	Change	Shares held	Weight	Start → end price	Est. trade price	Running est. cost
Q2 2026	Held	—	93.7K	1.7%	$337.95 → $477.57	—	$83.03
Q2 2025	Trimmed	−48.0K	93.7K	1.1%	$166.00 → $226.49	$196.25	$83.03
Q2 2024	Added	+48.0K	141.7K	2.1%	$136.05 → $173.81	$154.93	$83.03
Q2 2023	Trimmed	−4.8K	93.7K	0.6%	$93.02 → $100.92	$96.97	$46.20
Q4 2022	Added	+4.8K	98.5K	0.2%	$68.56 → $74.49	$71.53	$46.20
Q3 2020	Trimmed	−6.0K	93.7K	0.4%	$56.77 → $81.07	$68.92	$44.90
Q1 2020	Added	+46.0K	99.7K	0.3%	$58.10 → $47.79	$52.95	$44.90
Q2 2019	Added	+24.7K	53.7K	0.1%	$40.96 → $39.17	$40.07	$38.01
Q3 2017	New	+29.0K	29.0K	0.1%	$34.96 → $37.55	$36.25	$36.25

Wally Weitz 0.7% · since Q1 2026

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)

Quarter	Move	Change	Shares held	Weight	Start → end price	Est. trade price	Running est. cost
Q2 2026	Held	—	20.0K	0.7%	$337.95 → $477.57	—	$320.92
Q1 2026	New	+20.0K	20.0K	0.5%	$303.89 → $337.95	$320.92	$320.92

Jensen 0.2% · since Q2 2020

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)

Quarter	Move	Change	Shares held	Weight	Start → end price	Est. trade price	Running est. cost
Q2 2026	Trimmed	−543	15.9K	0.2%	$337.95 → $477.57	$407.76	$105.89
Q1 2026	Trimmed	−693	16.4K	0.1%	$303.89 → $337.95	$320.92	$105.89
Q4 2025	Trimmed	−2.0K	17.1K	0.1%	$279.29 → $303.89	$291.59	$105.89
Q3 2025	Added	+1.8K	19.1K	0.1%	$226.49 → $279.29	$252.89	$105.89
Q2 2025	Trimmed	−3.2K	17.3K	0.0%	$166.00 → $226.49	$196.25	$90.78
Q4 2024	Added	+170	20.5K	0.0%	$173.67 → $197.49	$185.58	$90.78
Q2 2024	Added	+328	20.4K	0.0%	$136.05 → $173.81	$154.93	$89.99
Q1 2024	Added	+1.9K	20.0K	0.0%	$104.00 → $136.05	$120.03	$88.93
Q4 2023	Added	+560	18.2K	0.0%	$86.90 → $104.00	$95.45	$85.73
Q1 2023	Trimmed	−1.2K	17.5K	0.0%	$74.49 → $93.02	$83.75	$85.42
Q4 2022	Added	+2.4K	18.7K	0.0%	$68.56 → $74.49	$71.53	$85.42
Q3 2022	Added	+300	16.3K	0.0%	$81.75 → $68.56	$75.16	$87.44
Q2 2022	Added	+2.0K	16.0K	0.0%	$104.26 → $81.75	$93.01	$87.67
Q1 2022	Added	+1.0K	14.0K	0.0%	$120.31 → $104.26	$112.28	$86.90
Q4 2021	Added	+1.8K	13.0K	0.0%	$111.65 → $120.31	$115.98	$84.87
Q3 2021	Added	+1.4K	11.2K	0.0%	$120.16 → $111.65	$115.90	$79.86
Q2 2021	Added	+940	9.8K	0.0%	$118.28 → $120.16	$119.22	$74.74
Q1 2021	Added	+760	8.8K	0.0%	$109.04 → $118.28	$113.66	$70.02
Q4 2020	Added	+1.4K	8.1K	0.0%	$81.07 → $109.04	$95.05	$65.92
Q3 2020	Added	+3.0K	6.7K	0.0%	$56.77 → $81.07	$68.92	$59.71
Q2 2020	New	+3.7K	3.7K	0.0%	$47.79 → $56.77	$52.28	$52.28

Francois Rochon 0.1% · since Q2 2020

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)

Quarter	Move	Change	Shares held	Weight	Start → end price	Est. trade price	Running est. cost
Q2 2026	Trimmed	−4.5K	3.7K	0.1%	$337.95 → $477.57	$407.76	$204.44
Q1 2026	Trimmed	−7.9K	8.1K	0.1%	$303.89 → $337.95	$320.92	$204.44
Q4 2025	Added	+7.9K	16.1K	0.2%	$279.29 → $303.89	$291.59	$204.44
Q3 2025	Trimmed	−3.4K	8.2K	0.1%	$226.49 → $279.29	$252.89	$120.02
Q1 2025	Trimmed	−3.1K	11.6K	0.1%	$197.49 → $166.00	$181.75	$120.02
Q4 2024	Added	+88	14.6K	0.1%	$173.67 → $197.49	$185.58	$120.02
Q3 2024	Added	+6.4K	14.6K	0.1%	$173.81 → $173.67	$173.74	$119.63
Q1 2024	Trimmed	−47	8.2K	0.0%	$104.00 → $136.05	$120.03	$77.29
Q2 2023	Trimmed	−6.0K	8.2K	0.0%	$93.02 → $100.92	$96.97	$77.29
Q1 2023	Trimmed	−869	14.2K	0.1%	$74.49 → $93.02	$83.75	$77.29
Q4 2022	Added	+6.8K	15.1K	0.1%	$68.56 → $74.49	$71.53	$77.29
Q1 2022	Trimmed	−4.9K	8.2K	0.0%	$120.31 → $104.26	$112.28	$82.06
Q4 2021	Added	+735	13.2K	0.1%	$111.65 → $120.31	$115.98	$82.06
Q3 2021	Added	+4.2K	12.4K	0.1%	$120.16 → $111.65	$115.90	$80.06
Q2 2021	Trimmed	−1.0K	8.2K	0.1%	$118.28 → $120.16	$119.22	$61.76
Q1 2021	Trimmed	−100	9.3K	0.1%	$109.04 → $118.28	$113.66	$61.76
Q4 2020	Trimmed	−3.0K	9.4K	0.1%	$81.07 → $109.04	$95.05	$61.76
Q3 2020	Added	+7.1K	12.4K	0.1%	$56.77 → $81.07	$68.92	$61.76
Q2 2020	New	+5.3K	5.3K	0.0%	$47.79 → $56.77	$52.28	$52.28

Chris Davis 0.0% · since Q2 2025

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)

Quarter	Move	Change	Shares held	Weight	Start → end price	Est. trade price	Running est. cost
Q2 2026	Trimmed	−3.2K	4.0K	0.0%	$337.95 → $477.57	$407.76	$196.25
Q2 2025	New	+7.2K	7.2K	0.0%	$166.00 → $226.49	$196.25	$196.25

Giants Who Sold Out in the Last 8 Quarters

Duan YongpingQ2 2026